See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,160 | $108,172-56.4% | $77,482-39.1% | $158,922-70.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.87% | 31.67%-11.8pp | 54.79%-34.9pp | 302.83%-283.0pp |
| Employer contribution / active EE | $6,844 | $1,325+416.6% | $986+593.8% | $4,761+43.8% |
| Participant deferral / active EE | $9,170 | $2,456+273.4% | $1,861+392.7% | $5,982+53.3% |
| Admin fee / account holder | $101 | $3,708-97.3% | $2,858-96.5% | $11,246-99.1% |